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Edale have and are continuing to provide Financial advice and services to me in my early retirement years, I was recommended to use Edale and Lawrie, to this day I am truly thankful that this took place. The very high professional and friendly service provided with immediate contact and liaise capability, provides the investor with assurances and confidence, this I always receive with Edale. My Portfolio and Market information is completley assured and the regular reviews allow for any changes to be instigated.
Edale is …truly professional, meticulous and supportive to their word, very much appreciated indeed.

The conversation I had about my UK pension was very helpful in guiding me towards next steps, things to be aware and careful of, questions to ask my pension holder, and other important and useful elements. I came away from the call feeling reassured and confident about next steps to take. I’d recommend Edale to anyone, especially anyone interested in avoiding hard sells on products provided by the advisor.

We commissioned Edale to undertake some financial due diligence for a prospective investment that the LEP was considering. The service that Lawrie and the team provided was first rate and very thorough, especially given the extremely tight timescales we were working to. Lawrie communicated with us all the way and offered really useful advice that enabled us to get the best result. I would recommend Edale to other public bodies looking to appoint consultants to undertake financial due diligence work.

It has been great getting together with like minded people on the programme and this has generated lots of ideas to improve my business.
Highly recommended

I had a zoom call with Lawrie to ask for some advice on the financial reporting and tax liability for a Junior Isa for my American child. Laurie was very knowledgeable and easy to talk to about this matter. If we needed financial advice for investments in the future we would engage with this company again.

My wife and I had the pleasure of speaking with Lawrie at Edale about the complexities of moving our finances from the US to the UK. We were made to feel like no question was too big or too small, and Lawrie took the time to respond to each of these individually with great insight and guidance. We’d like to thank Edale and Lawrie for their helpful, informative and friendly service.

My experience at Edale was my first work experience abroad, which allowed me to build a solid set of essential skills for my career in finance on a learning-by-doing basis with two different businesses within a dynamic environment. With the help of Lawrie, who was and still is an energetic and motivational manager and mentor with whom I truly enjoyed working on different projects involving the creation from scratch, the development and management of a startup, I was able to grow efficiently on a professional level but also on a personal level.

I have complex tax and investment needs covering both the US and UK. My goal is to retire in the UK after many years of working in the US. This is a daunting move with tax consequences if done without advice. I was given advice for my personal situation and investment goals, and so far am very impressed with the advice I have received from edale. I look forward to working with edale in the future.